Schwarz Dygos Wheeler Investment Advisors’s Apollo Global Management APO Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401K	Hold	3,600	–	–	0.08%	116
2025 Q4	$521K	Hold	3,600	–	–	0.11%	104
2025 Q3	$480K	Hold	3,600	–	–	0.1%	105
2025 Q2	$511K	Hold	3,600	–	–	0.12%	105
2025 Q1	$493K	Sell	3,600 -400	-10%	-$61.5K	0.12%	105
2024 Q4	$661K	Sell	4,000 -433	-10%	-$68.6K	0.16%	91
2024 Q3	$554K	Hold	4,433	–	–	0.14%	99
2024 Q2	$523K	Sell	4,433 -1,019	-19%	-$116K	0.14%	94
2024 Q1	$613K	Hold	5,452	–	–	0.17%	90
2023 Q4	$508K	Hold	5,452	–	–	0.16%	92
2023 Q3	$489K	Hold	5,452	–	–	0.17%	90
2023 Q2	$419K	Hold	5,452	–	–	0.14%	95
2023 Q1	$344K	Hold	5,452	–	–	0.12%	99
2022 Q4	$348K	Hold	5,452	–	–	0.14%	94
2022 Q3	$254K	Hold	5,452	–	–	0.11%	96
2022 Q2	$264K	Hold	5,452	–	–	0.11%	103
2022 Q1	$338K	Hold	5,452	–	–	0.11%	101
2021 Q4	$395K	Hold	5,452	–	–	0.13%	92
2021 Q3	$336K	Hold	5,452	–	–	0.12%	97
2021 Q2	$339K	Hold	5,452	–	–	0.12%	98
2021 Q1	$256K	Hold	5,452	–	–	0.11%	107
2020 Q4	$267K	Buy	+5,452	New	+$243K	0.13%	92

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's APO Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Apollo Global Management (APO) position steady in Q1 2026 at 3,600 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #116.

Schwarz Dygos Wheeler Investment Advisors first reported a position in APO in Q4 2020 and has held it in 22 quarters since. The position peaked at $661K in Q4 2024. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 3,600 shares of Apollo Global Management worth $401K as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors left its Apollo Global Management share count unchanged in Q1 2026.
Apollo Global Management made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #116 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Apollo Global Management in Q4 2020 and has held it in 22 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Apollo Global Management position peaked at $661K in Q4 2024.
1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.